See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,394 | $135,952-82.1% | $123,892-80.3% | $273,961-91.1% |
| Participation rate | 73.9% | 84.1%-10.2pp | 81.4%-7.5pp | 83.0%-9.1pp |
| Annual return | 62.66% | 56.63%+6.0pp | 47.52%+15.1pp | 41.45%+21.2pp |
| Employer contribution / active EE | $1,883 | $5,170-63.6% | $4,617-59.2% | $4,869-61.3% |
| Participant deferral / active EE | $3,115 | $6,343-50.9% | $5,984-48.0% | $5,287-41.1% |
| Admin fee / account holder | $86 | $9,817-99.1% | $8,357-99.0% | $10,132-99.2% |